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Old 04-01-2009, 11:35 PM
Paul Thomas, CPA
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Default Re: Military Stimulus?


"Harlan Lunsford" <lunstax[at]bellsouth.net> wrote
- quote -

> Exactly my reaction, too. When a military member deploys over there, each
> military member is encouraged, nay manadated, that they have a power of
> attorny in place. So PROBABLY it was the wife who filed the 2007 return
> for her husband and got the money.





I suppose you can POA anyone you want, but in my experience it's not going
to be the future wife. We're guessing that he was engaged before
deployment. That may not have been the case. So most often a parent is the
POA on the soldier being deployed.





--
Paul Thomas, CPA
Watkinsville, Georgia

--
<< ------------------------------------------------------- > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2007) - All rights reserved. > << ------------------------------------------------------- >
  #4  
Old 04-01-2009, 09:51 PM
Harlan Lunsford
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Default Re: Military Stimulus?

Alan wrote:
- quote -

> R. Pile wrote:
> > On Mar 31, 6:13 pm, "Paul Thomas, CPA" <paulthomascp...[at]bellsouth.net> > wrote:
> > > "R. Pile" <michael.br...[at]wdn.com> wrote
> > > > It was the noted "stimulus check" that we all received and spent to no
> > > avail.
> > > > > If he did n't file his return in a timely manner (including
> > > extensions), he
> > > can get that amount on his 2008 return as a "Rebate Recovery Credit"
> > > seen on
> > > Line 70 of Form 1040.
> > > > > Sorry, I wasn't clear. He claims that he DID receive a $600 check in

> > 2008, even though he didn't file his 2007 tax return until a few weeks
> > ago in Feb 2009. (He has now lost or misplaced the check.) Can this
> > be a stimulus check? If not, is there some other kind of payment
> > being sent to people in the military?
> > Many of the military stationed in Iraq & Afghanistan had the person to

> whom they gave power of attorney file the abbreviated 1040A in order to
> get the $600 payment. No 1040A, no ESP. Other than that, I know of no
> other reason why he would have received a $600 check.
> If this is what happened, then the 2007 return you filed will get bounced.
> In the interim, just go to the IRS website where you can look up the
> amount of stimulus payment. You need the SSN, filing status & number of
> exemptions claimed.
> https://sa2.www4.irs.gov/irfof/IRServlet?app=IRACTC

Exactly my reaction, too. When a military member deploys over there,
each military member is encouraged, nay manadated, that they have a
power of attorny in place. So PROBABLY it was the wife who filed the
2007 return for her husband and got the money.

ChEAr$,
Harlan Lunsford, EA n LA

--
<< ------------------------------------------------------- > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2007) - All rights reserved. > << ------------------------------------------------------- >
  #3  
Old 04-01-2009, 01:03 AM
Alan
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Posts: n/a
Default Re: Military Stimulus?

R. Pile wrote:
- quote -

> On Mar 31, 6:13 pm, "Paul Thomas, CPA" <paulthomascp...[at]bellsouth.net> wrote:
> > "R. Pile" <michael.br...[at]wdn.com> wrote
> > It was the noted "stimulus check" that we all received and spent to no
> > avail.
> > > If he did n't file his return in a timely manner (including extensions), he

> > can get that amount on his 2008 return as a "Rebate Recovery Credit" seen on
> > Line 70 of Form 1040.
> > Sorry, I wasn't clear. He claims that he DID receive a $600 check in

> 2008, even though he didn't file his 2007 tax return until a few weeks
> ago in Feb 2009. (He has now lost or misplaced the check.) Can this
> be a stimulus check? If not, is there some other kind of payment
> being sent to people in the military?

Many of the military stationed in Iraq & Afghanistan had the
person to whom they gave power of attorney file the abbreviated
1040A in order to get the $600 payment. No 1040A, no ESP. Other
than that, I know of no other reason why he would have received a
$600 check.

If this is what happened, then the 2007 return you filed will get
bounced.

In the interim, just go to the IRS website where you can look up
the amount of stimulus payment. You need the SSN, filing status &
number of exemptions claimed.
https://sa2.www4.irs.gov/irfof/IRServlet?app=IRACTC

--
<< ------------------------------------------------------- > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2007) - All rights reserved. > << ------------------------------------------------------- >
  #2  
Old 03-31-2009, 11:34 PM
R. Pile
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Posts: n/a
Default Re: Military Stimulus?

On Mar 31, 6:13*pm, "Paul Thomas, CPA" <paulthomascp...[at]bellsouth.netwrote:
- quote -

> "R. Pile" <michael.br...[at]wdn.com> wrote

> It was the noted "stimulus check" that we all received and spent to no
> avail.
> If he did n't file his return in a timely manner (including extensions), he
> can get that amount on his 2008 return as a "Rebate Recovery Credit" seen on
> Line 70 of Form 1040.


Sorry, I wasn't clear. He claims that he DID receive a $600 check in
2008, even though he didn't file his 2007 tax return until a few weeks
ago in Feb 2009. (He has now lost or misplaced the check.) Can this
be a stimulus check? If not, is there some other kind of payment
being sent to people in the military?

--
<< ------------------------------------------------------- > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2007) - All rights reserved. > << ------------------------------------------------------- >
  #1  
Old 03-31-2009, 11:08 PM
D. Stussy
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Posts: n/a
Default Re: Military Stimulus?

"R. Pile" <michael.bratt[at]wdn.com> wrote in message
news:5e842ba0-ccc1-4457-9884-939b1bd84a6a[at]b16g2000yqb.googlegroups.com...
- quote -

> My nephew is in the military and a few weeks ago I assisted him in
> filing his 2007 tax return and am now workiung on his 2008 tax
> return. In 2007 he was single; he married in Dec 2008 and is filing
> MFS for 2008 (his wife's parents want her as a dependent one last year
> - they did support her over half the year).
> He says that sometime in 2008, everyone in his unit received a $600
> check while in a war zone that he claims was a "stimulus check."
> Since he hadn't yet filed a 2007 return, can this be a stimulus
> check? Is there any other type of payment that went out to the
> military separate from the stimulus checks?
> On his 2008 tax return, he appears to qualify for a $300 rebate,
> assuming no payment received in 2007. (He has since lost his check
> and wants help to have it replaced. Does the IRS do that?)


To receive the check based on his 2007 return information, he had to file
by October 15, 2008. The 2008 line 70 RRA credit is his only "choice."

--
<< ------------------------------------------------------- > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2007) - All rights reserved. > << ------------------------------------------------------- >
 
Old 03-31-2009, 10:13 PM
Paul Thomas, CPA
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Posts: n/a
Default Re: Military Stimulus?


"R. Pile" <michael.bratt[at]wdn.com> wrote
- quote -

> My nephew is in the military and a few weeks ago I assisted him in
> filing his 2007 tax return and am now workiung on his 2008 tax
> return. In 2007 he was single; he married in Dec 2008 and is filing
> MFS for 2008 (his wife's parents want her as a dependent one last year
> - they did support her over half the year).
> He says that sometime in 2008, everyone in his unit received a $600
> check while in a war zone that he claims was a "stimulus check."
> Since he hadn't yet filed a 2007 return, can this be a stimulus
> check? Is there any other type of payment that went out to the
> military separate from the stimulus checks?





It was the noted "stimulus check" that we all received and spent to no
avail.

If he did n't file his return in a timely manner (including extensions), he
can get that amount on his 2008 return as a "Rebate Recovery Credit" seen on
Line 70 of Form 1040.






- quote -

> On his 2008 tax return, he appears to qualify for a $300 rebate,
> assuming no payment received in 2007. (He has since lost his check
> and wants help to have it replaced. Does the IRS do that?)




As mentioned, he probably never received a check because he didn't file his
07 in a timely manner.

So if his 2008 income qualifies him for a credit of $300, then take it.

FYI: His bride will not get $300 if she is claimed as a dependent on her
parents return. She'd get $300 if she filed jointly with him in most cases.





--
Paul Thomas, CPA
Watkinsville, Georgia

--
<< ------------------------------------------------------- > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2007) - All rights reserved. > << ------------------------------------------------------- >
  #-1  
Old 03-31-2009, 09:58 PM
R. Pile
Guest
 
Posts: n/a
Default Military Stimulus?


My nephew is in the military and a few weeks ago I assisted him in
filing his 2007 tax return and am now workiung on his 2008 tax
return. In 2007 he was single; he married in Dec 2008 and is filing
MFS for 2008 (his wife's parents want her as a dependent one last year
- they did support her over half the year).

He says that sometime in 2008, everyone in his unit received a $600
check while in a war zone that he claims was a "stimulus check."
Since he hadn't yet filed a 2007 return, can this be a stimulus
check? Is there any other type of payment that went out to the
military separate from the stimulus checks?

On his 2008 tax return, he appears to qualify for a $300 rebate,
assuming no payment received in 2007. (He has since lost his check
and wants help to have it replaced. Does the IRS do that?)

--
<< ------------------------------------------------------- > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2007) - All rights reserved. > << ------------------------------------------------------- >
 
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